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Strategic Advisers LLC CRD 104555
$1.37T regulatory AUM 17,518 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
| NY | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Designed Memorials | Nanuet | NY | 06/2023 | 08/2023 |
| Capital Management Group New York | Pearl River | NY | 06/2022 | 08/2022 |
| Unemployed | Nanuet | NY | 06/2024 | 07/2024 |
| Propharma | Hamden | CT | 01/2023 | 05/2023 |
| Petito Wealth Management, Llc | Chester | NY | 01/2025 | 12/2025 |
| Hightower Advisors Capital Management Group New York | Pearl River | NY | 08/2024 | 12/2024 |
| Quinnipiac University | Hamden | CT | 09/2020 | 05/2022 |
| Clarkstown High School South | West Nyack | NY | 01/2016 | 08/2020 |
| Quinnipiac University | Hamden | CT | 09/2023 | 05/2024 |
| Fidelity Investments | Paramus | NJ | 01/2026 | Present |
| Quinnipiac University | Hamden | CT | 09/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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